Taking Credit Card Payments

Previous Lesson: Taking a Payment

 

Credit card payments is a free module that must be turned on. Please contact commusoft to do so. There are 3 ways to process credit card payments.

 

1. Invoice email. Quick and easy.

 

Embedded in the emailed invoice is a link for the customer to make an online card payment as shown below.

2. Manually. Useful for telephone payments and when your customer supplies you with payment details.

 

Select the green “plus” icon next to the appropriate payment:

 

Complete the payment details as required:

 

3. Mobile. Great for on-site payments.

On the mobile app, select the job and click “Options” > “New Payment” > Payment Type “Credit Card” and complete the form as below:

 

Next Lesson: A Customer Overpaid: Account Credit 

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